Allworth Financial’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
3,912
+3,389
| +648% | +$246K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $40.4K | Sell |
523
-13
| -2% | -$1K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $54K | Buy |
536
+62
| +13% | +$6.24K | ﹤0.01% | 1533 |
|
|
2024
Q3 | $56.3K | Sell |
474
-76
| -14% | -$9.03K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $68.9K | Buy |
550
+116
| +27% | +$14.5K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $56K | Buy |
434
+6
| +1% | +$774 | ﹤0.01% | 1261 |
|
|
2023
Q4 | $54.3K | Buy |
428
+249
| +139% | +$31.6K | ﹤0.01% | 1166 |
|
|
2023
Q3 | $17.9K | Buy |
179
+20
| +13% | +$2.01K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $18.1K | Buy |
159
+5
| +3% | +$568 | ﹤0.01% | 1600 |
|
|
2023
Q1 | $19.3K | Sell |
154
-4,443
| -97% | -$558K | ﹤0.01% | 1471 |
|
|
2022
Q4 | $670K | Sell |
4,597
-745
| -14% | -$109K | 0.01% | 400 |
|
|
2022
Q3 | $749K | Buy |
5,342
+1,577
| +42% | +$221K | 0.01% | 363 |
|
|
2022
Q2 | $546K | Sell |
3,765
-375
| -9% | -$54.4K | 0.01% | 385 |
|
|
2022
Q1 | $833K | Buy |
4,140
+163
| +4% | +$32.8K | 0.01% | 329 |
|
|
2021
Q4 | $887K | Sell |
3,977
-151
| -4% | -$33.7K | 0.01% | 302 |
|
|
2021
Q3 | $789K | Buy |
+4,128
| New | +$789K | 0.01% | 265 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 936 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 803 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 730 |
|